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CScurich
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Member since ‎Feb 15, 2022
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Casey Scurich

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Activity

charingkam on November 08, 2018
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
270 upvotes
97 Replies
Participant
August 13, 2022
upvote!
bencefarkas on March 06, 2020
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal read more
107 upvotes
39 Replies
Participant
August 05, 2022
110% this would be great and not blow up our sales/service funnels and timelines. also being able to restrict progression based on false no or certai...read more
bencefarkas on March 06, 2020
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal read more
107 upvotes
39 Replies
Participant
August 05, 2022
110% this would be great and not blow up our sales/service funnels and timelines. also being able to restrict progression based on false no or certai...read more
Solved
jfd118 on October 06, 2021
I'm trying to create a report that shows sales by high-level marketing strategy. I want to show closed sales by Inbound vs. Outbound strategies. I define Inbound as Original Source != Offline Sources. I tried to create a custom property but f read more
0 upvote
2 Replies
Participant
May 06, 2022
Hello! I'm interested in implementing a solution like the one described above. Would you be able to describe / walk me through how you created a wor...read more
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